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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Doctors – are you interested in building long-term wealth and continuing on as an owner while retaining full autonomy in your dental practice? Join host and Large Practice Sales (LPS) Co-founder and Principal Chip Fichtner on this monthly podcast as he shares invaluable advice and expertise about the world of Invisible Dental Support Organization (IDSO) partnerships. Follow this podcast for more tips you won't find anywhere else on how to monetize your dental practice at the maximum value. L ...
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Timely, relevant Business Power Practices™ to supercharge your business! For executives, CEOs, and business owners (small business to large business) across all functions - leadership, management, strategy, product, marketing, sales, finance, and operations. Become a high-performance executive, CEO, or owner by applying Business Power Practices™. D.M. Chaney is host, CEO of Role1 (role1.com) - providing the only complete Business and Power Practices™ Mastery, Application, and Implementation ...
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The official podcast of tech/data nerd and "recovering data scientist" Joe Reis. He provides refreshingly candid thoughts on the world of technology and data. Each week, he broadcasts from somewhere in the world, sometimes ranting solo or with the smartest people in the business.
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Imagine writing SQL and getting instant results as you type? Yes, this is reality now. It's amazing!DuckDB/MotherDuck's Instant SQL made a big splash at last month's Data Council. Hamilton Ulmer gives a demo of Instant SQL at the Practical Data Community.----------------------------Instant SQL: https://motherduck.com/blog/introducing-instant-sql/Pr…
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Gaëlle Seret is a data leader based in France. We chat about how she helps large organizations drive change, especially around data architecture and strategy. We dig into her approach to upskilling teams, why data strategy matters, and how to work through the inevitable organizational challenges that come with transformation. We also discuss the AI…
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Last week I posted about the gulf in the data industry between people in favor and opposed AI. The data industry has an atrocious track record of success over the decades. Shall we keep repeating the same mistakes with AI? I think AI denialism is holding back and AI has the potential to help us correct a lot of the sins of the past, namely quick de…
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Ryan Russon is an ML Engineer. He stopped by my house for a practical and grounded chat about ML and AI. Enjoy! --------- Join dbt Labs May 28 for the dbt Launch Showcase to hear from executives and product leaders about the latest features landing in dbt. See firsthand how features will empower data practitioners and organizations in the age of AI…
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Some people speculate that AI will make software and data engineers obsolete. If the only thing engineers do is write code, sure. But we do a lot more than that, and I believe we'll actually need more engineers, not fewer. In this episode, I discuss how I think AI will change the craft of software and data engineering. Spoiler - I think it will mak…
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Laura McDonald is an enterprise account executive, and she walks me through navigating the complex world of enterprise sales. We chat about the sales cycle, the importance of building relationships, the challenges of navigating long complicated procurement processes, and much more. Whether you're a sales rookie, an experienced salesperson, a founde…
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I've spoken all over the world, at the biggest events, the most intimately small, and everywhere in between. In this Practical Data Community lunch and learn, I share some experiences with public speaking, give some advice on getting your first public speaking gig, how to prepare, preparing talks, dealing with stage fright, getting paid, and much m…
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In today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborat…
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Sarah McKenna joins me to chat about all things web scraping. We discuss its applications, the evolution of alternative data, and AI's impact on the industry. We also discuss privacy concerns, the challenges of bot blocking, and the importance of data quality. Sarah shares ideas on how to get started with web scraping and the ethical considerations…
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Just wrapped up a whirlwind tour, giving a workshop in Atlanta and then attending Google Cloud Next. B2b nonstop action, and I'm glad to home for a bit. While at Next, I had a conversation with another tech old timer friend. We talked about how much we're having using AI as a coding assistant. I'm having fun coming up with wild stuff and seeing if …
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What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That’s not a fantasy. It’s what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionab…
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Juhani Vanhatapio lives in Finland at the Arctic Circle and is studying data engineering and machine learning. Juhani shares stories about life in the Arctic, the challenges and fun of guiding tours to see the Northern Lights, his AI Assistant for Northern Lights tourism, and his journey into the tech field during the COVID pandemic. This is defini…
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In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various prac…
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People often ask me what I'd change in Fundamentals of Data Engineering. Usually, I reply "not much", as the the Data Engineering Lifecycle still remains intact. However, I see the role of data engineers shifting both left and right. What does this mean? Have a listen.
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With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in t…
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I get a ton of questions from people about what their next career move should be. Given the increased turbulence in the job market and how companies are giving the middle finger to their employees, I think people are going to need to question the traditional advice (college, job, "stick it out"). This advice is outdated. Instead, you're going to ha…
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How to Talk to Clients During Market Volatility The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future? In this episode of The Resilient Advisor, I’ll teach you a proven framework to conf…
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Creating lasting value in your dental practice involves more than just the sale; it’s about strategic partnerships and informed decision-making. Today, Chip sits down with return guest Maxwell Sellers (Principal Development & Buy-side Relations) to discuss the essential steps for dentists to successfully navigate the selling process and choose the …
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It seems like quite a few data practitioners I talk with are miserable. Forced to deliver things ever faster, there's not enough time to THINK. Instead, the pressure is to deliver "stuff" in two-week sprints. In this episode, I rant about why not everything needs to be a sprint, and why we need to treat Deep Work versus Delivery Work differently.…
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In today’s episode, Chip discusses the trends and events from 2024 had a significant impact on practice valuations and forecasts the most important drivers for practice value growth in 2025. He also examines the most common mistakes doctors make that negatively affect their practice’s value and how to avoid them, balancing immediate monetization wi…
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Things aren't great in the world of data practitioners. Lots of technical debt and lack of pride in one's craft. The pressure to do more with less only compounds this problem. And AI will make it far worse. If you think the amount of poorly made data architecture and models is bad now, I think we're in for another level very soon. With AI CoPilot o…
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Join Eric Broda and me for a fascinating discussion on the cutting edge of AI! We chat about the rapidly evolving world of AI agent ecosystems, exploring their potential to transform industries and reshape the future of work.Eric shares his hard won perspective on the challenges and opportunities facing consultancies in the age of AI, and why he be…
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On today's episode, host Chip Fichtner guides you through the key attributes of high-value practices in 2025. Chip shares strategic tips on how younger doctors and healthy profit margins work together to create a compelling offer that DSOs simply can't ignore. We'll reveal the roadmap to unlocking your practice's potential value through a strategic…
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With AI becoming engrained in nearly every product, there's still a BIG problem - AI and product teams have trouble working together. Whether it's different communication and working styles, or lack of a common language, AI teams stall because they can't align with Product. Anne-Claire Baschet & Yoann Benoit join me to chat about unifying AI and Pr…
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